Phillip Martin Whiteley
Financial Adviser in Newstead, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000243495
- Location
- Newstead QLD 4006
- Licensee
- Collins Wealth Management Pty Ltd (AFSL 533532)
- Authorised since
- 2 July 2026
- First provided advice
- 1996
- Qualifications
- Financial Planning Certificate, The Chartered Insurance Institute (1994); Financial Planning COurse, Securities Institute (1996); DFP8 and PKE, Financial Planning Association (1999); Advanced Diploma in Accounting, TAFE (2011); SMSF Specialist Adviser, SMSF ssociation (2012)
- Memberships
- SMSF Association; The Tax Institute
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Register status
- Current
About Phillip Martin Whiteley
On the Financial Advisers Register kept by ASIC, Phillip Martin Whiteley appears as a current financial adviser in Newstead, Queensland, adviser number 000243495.
The licensee Phillip advises under is Collins Wealth Management Pty Ltd (AFS licence 533532). That authorisation dates from 2 July 2026.
The register records 1996 as the year Phillip first provided financial advice. The qualifications listed for Phillip include Financial Planning Certificate (The Chartered Insurance Institute, 1994), Financial Planning COurse (Securities Institute, 1996) and DFP8 and PKE (Financial Planning Association, 1999). Professional memberships recorded: SMSF Association and The Tax Institute.
Phillip is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total.
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Questions people ask
Is Phillip Martin Whiteley a registered financial adviser?
Yes. Phillip Martin Whiteley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243495.
Which licensee does Phillip Martin Whiteley work under?
Collins Wealth Management Pty Ltd, Australian financial services licence 533532.
What can Phillip Martin Whiteley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.